strategic management/apics

Advancing Productivity, Innovation, and Competitive Success

Strategic Planning

Robert VokurkaSoutheast District

June 7, 2008


Strategic Planning

• Overview of strategic planning– Chapter Leadership Handbook - #01029


Strategic Planning

• For an APICS chapter - process of deciding what it intends to be in the future and how it will get there

• Includes operational planning – how in the coming year your chapter will move toward the future described in the strategic plans


Keep in Mind…

• An evolving, ongoing process• Keep your plan simple, realistic, and

manageable• Involve chapter leaders in the entire process• Bring creativity and imagination into the

process• Do not develop strategies that you cannot

implement• Do not allow it to become an end in itself


Why Develop a Strategic Plan?

• To improve chapter performance• To stimulate creative thinking and clarify future

direction• To solve major organizational problems in the

chapter• To survive and flourish with less• To build teamwork and expertise among chapter

officers and members• To influence rather than be influenced• To meet member’s requirements• To manage your chapter better


Five Steps of Strategic Planning

1. Get organized

2. Take stock of …

3. Develop a strategy

4. Draft and refine the plan

5. Implement the plan


You’ve got to be very careful if you don’t know where you’re going, because you might not get there.

- Yogi Berra


Step 1. Get Organized

• Decide whether to develop a strategic plan• Get commitment• Determine if outside help is needed• Outline a planning process that fits• Form a planning team


APICS

• Board recognized need for strategic planning (late 2006 / early 2007)


Integrated Planning Roles and Responsibilities

• Develop/Update Strategic Priorities

• Approve Program Objectives

• Evaluate Outcomes• Establish Financial

Objectives

• Develop andReview Program & Services

• Recommend Objectives

Management Staff

• Develop Annual Plan & Goals

• Develop Budget & Strategic Financial Plan

Finance Committee

• Review Strategic Financial Plan

• Review and Recommend SFP & Budget

• Approve Budget• Monitor Progress

Towards Strategic Plan Goals

• Review Organizational Performance

Board of Directors

Board of DirectorsCouncil &

Committees

Jan - June July August Sept Oct


Strategic Direction Committee Members

• Robert Vokurka, Chair• Robert Castleman, RVP• Tracy Cheetham, Staff• Bob Collins, Staff• Abe Eshkenazi, Staff• Roger Harris, Chapter

President• Scott Imhoff, RVP• Bob Jacobs, Director, E&R

Foundation

• Keith Johnson, RVP• Courtney Kirchner, Student

Member• Mary Moravec, BOK Chair• Steve Novak, Chapter

President• Pam Somers, RVP• Jan Steiner, VOC Chair

Sharon Rice, RSM McGladrey, Inc., Facilitator


APICS By-Laws

• The Strategic Direction Committee is charged with developing strategic priorities and objectives as part of the integrated planning process. High level objectives are developed for discussion and approval at the spring (April) board of directors meeting and specific objectives for approval at the summer (July) board of directors meeting. These priorities and objectives are the basis of the three year operations and financial plan developed and approved each year at the last board of directors meeting of each year. The chair and members shall be appointed by the president & chair of the board and may include directors, district managers, chapter leaders, and other individuals.


You can observe a lot just by watching.

- Yogi Berra


Step 2. Take Stock Of

• History and present situation• Vision, mission, and goals• Opportunities and threats• Strengths and weaknesses• Critical issues for the future


Strategic Direction MeetingMarch 2007

• Mission Statement– Who do we serve? Who are our customers? Who

is a member?– How do we serve each group?– Why do we serve – what is our purpose?

• Priorities– What is the ultimate benefit that APICS provides?– What are the 5 most important needs or issues

that APICS must address in the next three years?


If you come to a fork in the road, take it.

- Yogi Berra


Step 3. Develop a Strategy

• Select a planning approach• Identify and evaluate alternatives• Develop a strategy


Strategic Direction MeetingMarch 2007

• Independent consultant• Brainstorm categories• Develop key components for goal statements

– Point of arrival– Goal– Objectives


If you don’t know where you are going, you will wind up somewhere else.

- Yogi Berra


Step 4. Draft and Refine the Plan

• Agree on format• Develop a first draft• Refine the plan• Adopt the plan


APICS Strategic Plan

• Strategic Direction meeting – 3 / 9-10 / 2007• Conference call – 7 / 10 / 2007• Approve by Board – 7 / 20 / 2007• Used as basis of Financial Plan (Budget)






Objectives



Management Staff



Finance Committee






Board of Directors


Committees



Yeah, but we’re making great time!

(in reply to “Hey Yogi, I think we’re lost.”)

- Yogi Berra


Step 5. Implement the Plan

• Implement the plan• Monitor performance• Take corrective action• Update the plan• Publish the plan


APICS Strategic Plan

• Basis of Board meetings and CEO reports• In-depth reviews


I didn’t really say everything I said.

- Yogi Berra


Strategic Direction

July 21, 2007






Objectives



Management Staff



Finance Committee






Board of Directors


Committees



Strategic Direction Committee Members

• Robert Vokurka, Chair• Robert Castleman, RVP• Tracy Cheetham, Staff• Bob Collins, Staff• Abe Eshkenazi, Staff• Roger Harris, Chapter

President• Scott Imhoff, RVP• Bob Jacobs, Director, E&R

Foundation

• Keith Johnson, RVP• Courtney Kirchner, Student

Member• Mary Moravec, BOK Chair• Steve Novak, Chapter

President• Pam Somers, RVP• Jan Steiner, VOC Chair

Sharon Rice, RSM McGladrey, Inc., Facilitator


2007 Finance Committee Members

• Marc Harris – Chair• Abe Eshkenazi, Staff• Ron Kammerer• Robert “KC” Kasserman, RVP• Karl Klaesius, RVP• Charlie Lorenzetti, Staff• Ken Nixon• John Pennington• Robert Vokurka, President-Elect• Sarah Varner, Staff • Tim R. Wilson


Strategic Committee Charter

Team Members:

Robert Vokurka, Chair

Abe Eshkenazi, Staff Liaison

Bob Castleman

Marc Harris

Karl Klaesius

Ken Nixon

Roger Harris

Jan Steiner

Sponsor: Joe Shedlawski

Scope:

Review recommendations from the Strategic Direction and the Finance Committee (Strategic KPI’s).

Objectives and Outcomes:

Come to consensus on the primary objectives and associated metrics for the 2010. Develop a draft of the 2008

Priorities.

Timeline or Due Dates:

Analysis and recommendations presented to the APICS Board of Directors no later than the July Board meeting.


APICS Mission

APICS builds knowledge and skills in operations management professionals to

enhance and validate abilities and accelerate careers. We help our members

and their organizations successfully

compete and build a stronger global economy.


Strategic Goals

• Financial• Membership• Products• BOK• Internationalization• Awareness

• Collaboration• Chapters • Advocacy• Organization Development


Financial

• Point of Arrival: to be a financially sound organization.

• Goal: to ensure sufficient resources are available to implement the strategic and program plans.

• Objective: meet or exceed financial KPI’s.


Membership

• Point of Arrival: to be an organization that inspires both current and prospective members to belong and participate.

• Goal: to focus on providing the value that members and prospective members are seeking to improve their on-the-job performance; advance in their careers; and thrive as operations management professionals.


Membership

• Objectives:– Increase retention rate to 82% by 2010.– Increase number of members by 10% each year

for the next 3 years.– 85% of responding members agree or strongly

agree that APICS membership provides value.– 85% of responding members agree or strongly

agree that APICS helps them advance their careers.

Note: If we achieve the first and second objectives we will reach 60,000 in members by 2010.


Products

• Point of Arrival: to be the recognized leader in providing consistently high quality and relevant products and services that meet the needs of operations management professionals throughout their careers.

• Goal: to manage the portfolio of products and services and ensure that it is current, relevant and serves to make our customers more successful.


Products

• Objectives:– 75% of our members and non-member customers agree or strongly agree

APICS products are relevant.– 60% of our members and non-member customers agree or strongly agree

APICS products are of high quality.– Increase volume…

• Career Center Job Postings by 25% per year• Dictionary online searches doubled by 2010• APICS Magazine advertising pages and advertisers by 5% per year• Conference attendance by 10% per year• CPIM exams by 2% per year• CPIM courseware by 5% per year• CSCP exams by 5% per year• CSCP learning systems by 10% per year• Members participating in Learning Communities from 10% to 30%• Noncertification courseware by 5% per year• Students participating in Corporate Training by 15% per year• P&IM Journal subscribers to 12,000


Body of Knowledge

• Point of Arrival: to be the recognized leader in defining the body of knowledge for operations management and its application to global operations.

• Goal: to expand the APICS body of knowledge to fully cover the practice of operations management and develop a process to ensure the APICS body of knowledge stays current.


Body of Knowledge

• Objectives– Members, including corporate customers, agree

that at least 75% of the Operations and Supply Chain body of knowledge is reflected in APICS products.

– Academics agree that at least 75% of the Operations and Supply Chain body of knowledge is reflected in APICS products.


Body of Knowledge

• Supporting TasksHave an agreed upon process for definition and

application of the body of knowledge by _____.Perform annual market scanning to drive

segmentation strategy.


Internationalization

• Point of Arrival: to be a globally representative organization.

• Goal: to develop active local organizations across the globe with relevant membership experiences and participation at all levels.


Internationalization• Objectives:

– Increase the number of international members outside North America to 15,000 by 2010, with at least 60% of these as dual members of local representatives.

– Increase the number of certification exams outside of North America by 15% year-on-year to 2010

– Increase representation of APICS with at least one local association in each of the identified target markets outside of North America by 2010

– 80% of APICS local associates meeting the agreed upon performance measures across the globe by 2010

– Increase the number of volunteers participating at the “association” level from outside of North America by 30% by 2010.*

*Important to note how many are on key strategic committees vs working committees.


Awareness

• Point of Arrival: APICS is perceived as a valuable organization, enhancing member and corporate effectiveness worldwide.

• Goal: to increase awareness of APICS and consistently communicate its value.


Awareness

• Objectives:– Ensure placement of at least 6 different

stories/interviews in major media outlets on an annual basis by 2010.

– Increase sponsorship revenue by 150% (from $200K to $500K).

– Increase # of employment ads preferring or requiring APICS certification by 10% in postings on APICS career center, monster.com, and careerbuilder.com.


46

Strategic Priorities

Membership

Awareness

Internationalization

Body of Knowledge

Products

Membership

Awareness

Globalization

Body of Knowledge

Products

Channel Partners

2008-2010 2009-2011


This is like déjà vu all over again.

- Yogi Berra


APICS Objectives

Deja vu


APICS Objectives

1. Corporate (Washington) Office

2. Chapter and Membership

3. International Operations

4. Education and Research

5. International Conference

6. Relations

7. OMBoK (Production) Handbook

8. Organizational Study

9. Public Education

10. Communications


1. Washington Office

• To use the first year’s operational experience to establish an office manual, which will best utilize our people, time, and equipment.


2. Chapter and Membership

• To grow in terms of new chapters and members, while retaining present members.


3. International Operations

• To break the language barrier by having key publications translated into Spanish and/or French.


4. Education and Research

• To build the Education and Research Foundation through chapter, business, and personal donations.


5. International Conference

• To conduct the 11th International Conference and Technical Exhibit in Dallas, TX on October 21, 22, and 23.


6. Production Handbook

• To publish the Production Handbook by conference time 1968.


7. Organizational Study

• To continue the APICS organizational study started last year.


8. Public Relations

• To promote a strong public relations program through participation in government projects and to promote articles in trade and business periodicals.


9. Education

• To encourage and assist at least 50% of the chapters to conduct local seminars and/or educational courses.


10. Communications

• To develop classified advertising in the APICS News and investigate the feasibility of general advertising for the News.


Source

• From President H.G. Callowhill’s 10 objectives for 1968

• APICS News – January 1968


• Questions?• Comments?

• Thanks for your involvement and contributions to APICS!

strategic management/apics

Documents

strategic plan goals

steps of strategic planning

strategic plans

strategic direction

plan simple

basis of financial plan

annual plan goals

financial objectives